§ 13F · FUND PROFILE
Benchmark Financial Wealth Advisors, LLC.
AUM · $405M (13F)Positions · 148Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.05M | $29M | 7.2% | −2% |
| 2 | VTI | VANGUARD INDEX FDS | 78K | $29M | 7.1% | −3% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 37K | $27M | 6.7% | −8% |
| 4 | DBND | DOUBLELINE ETF TRUST | 521K | $24M | 5.9% | ±0% |
| 5 | ITOT | ISHARES TR | 119K | $20M | 4.8% | ±0% |
| 6 | IVV | ISHARES TR | 21K | $16M | 3.9% | +9% |
| 7 | NVDA | NVIDIA CORPORATION | 65K | $13M | 3.2% | −1% |
| 8 | IWY | ISHARES TR | 39K | $11M | 2.8% | −4% |
| 9 | COWZ | PACER FDS TR | 181K | $11M | 2.8% | −6% |
| 10 | IJR | ISHARES TR | 75K | $11M | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENCHMARK SIGNAL
AC read
Benchmark Financial Wealth Advisors, LLC is a Other fund managing $405 million in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →